Client Relationship Executive

Motilal Oswal Financial Services (MOFSL); Hyderabad; On-site; INR 400,000 - 600,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) in Hyderabad is seeking professionals to build strong client relationships and recommend subscription-based financial products across Equity, Derivatives, Currency, and Commodity markets. You will conduct client interactions, assist with trading strategies and API platforms, and lead webinars to educate clients about market opportunities.

Ideal candidates are graduates or postgraduates with excellent communication, networking, and problem-solving skills,

Qualifications

• Strong communication and listening skills.
• Graduate or postgraduate degree in any stream.
• Self-starter with proactive, target-oriented mindset.
• Excellent networking and client-relationship abilities.
• Convincing and clear communication skills.
• Good customer handling and problem-solving abilities.

Responsibilities

• Build and maintain strong relationships with existing and prospective clients.
• Understand client requirements and recommend subscription-based financial products across Equity, Derivatives, Currency, and Commodity markets.
• Conduct regular client interactions to understand needs and ensure a positive experience.
• Assist clients with trading strategies, robotic trading software, and API-based auto trade execution platforms.
• Conduct webinars and seminars to educate clients about financial products and market opportunities.
• Handle outbound calling for follow-ups, seminar/webinar invitations, and lead generation.
• Stay updated with stock market trends and industry developments.
• Coordinate with branches and franchise locations for client meetings and training.
• Identify opportunities for cross-selling and upselling financial products.
• Independently manage client meetings, presentations, and relationship-building activities.
• Contribute ideas to improve client engagement and business growth.

Skills

Active listening

Extroverted communicator

Self-starter

Networking

Persuasive communication

Customer handling

Problem-solving

Education

Graduate / Post-graduate

Tools

Trading software

API trading platforms

Job description

Designation:

Openings at: Hyderabad (Telangana)

Key Responsibilities

• Build and maintain strong relationships with existing and prospective clients.
• Understand client requirements and recommend suitable subscription-based financial products such as trading software, option trading advisory services, and investment products across Equity, Derivatives, Currency, and Commodity markets.
• Conduct regular client interactions to understand their needs, provide product information, and ensure a positive client experience.
• Assist clients with trading strategies, robotic trading software, and API-based auto trade execution platforms.
• Conduct webinars and seminars to educate clients about financial products and market opportunities.
• Handle outbound calling activities for client follow-ups, seminar and webinar invitations, and lead generation.
• Stay updated with stock market trends, financial products, and industry developments.
• Coordinate with branches and franchise locations for client meetings, seminars, and training programs.
• Identify opportunities for cross-selling and upselling financial products to existing clients.
• Independently manage client meetings, presentations, follow-ups, and relationship-building activities.
• Contribute innovative ideas to improve client engagement, retention, and business growth.

Skills Required

• Active listener, Extrovert with good communication skills.
• Fresher / Experienced.
• Graduate / Post-graduate in any stream.
• Should be a self-starter, proactive & target oriented.
• Should possess strong networking & relationship building skills.
• Must have good Convincing & Communication Skills.
• Good customer handling and problem-solving skills.

Added Knowledge

• Knowledge of Stock Market.
• Able to speak Hindi, English & Regional Language.

Package: As per industry standards